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Evolution Wealth Advisors’s Silicon Motion SIMO Stock Holding History

Evolution Wealth Advisors’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-398
Closed -$15K – 625
2020
Q3 		$15K Hold
398
– – ﹤0.01% 304
2020
Q2 		$19K Buy
398
+30
+8% +$1.33K 0.01% 208
2020
Q1 		$13K Buy
+368
New +$15.9K 0.01% 191
2019
Q4 		– Sell
-296
Closed -$10K – 686
2019
Q3 		$10K Buy
+296
New +$10.7K ﹤0.01% 177

Other funds holding SIMO

CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evolution Wealth Advisors's SIMO Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Silicon Motion (SIMO) in Q4 2020, closing a stake of 398 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in SIMO in Q3 2019 and held it in 4 quarters. The position peaked at $19K in Q2 2020. 170 funds tracked by Wall St. Rank hold SIMO as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Silicon Motion position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 398 Silicon Motion shares in Q4 2020, an estimated $15K.
  • Evolution Wealth Advisors first reported a position in Silicon Motion in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Silicon Motion position peaked at $19K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.